KCFA
Key Client Fiduciary Advisors’s iShares Global Tech ETF IXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
2,660
-480
| -15% | -$44.3K | 0.1% | 168 |
|
|
2025
Q1 | $238K | Hold |
3,140
| – | – | 0.11% | 164 |
|
|
2024
Q4 | $266K | Buy |
3,140
+152
| +5% | +$12.9K | 0.12% | 156 |
|
|
2024
Q3 | $247K | Buy |
2,988
+365
| +14% | +$30.1K | 0.11% | 168 |
|
|
2024
Q2 | $217K | Buy |
+2,623
| New | +$217K | 0.11% | 166 |
|